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First Trust Small Cap Core AlphaDEX Fund

123 hedge funds and large institutions have $498M invested in First Trust Small Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWAG
51
ARS Wealth Advisors Group
Florida
$1.24M -$160K -1,941 -11%
NFG
52
Nations Financial Group
Iowa
$1.17M -$5.43K -66 -0.5%
AWA
53
Arkadios Wealth Advisors
Georgia
$1.01M -$354K -4,309 -26%
RFP
54
Root Financial Partners
California
$965K -$81.5K -991 -8%
PIAS
55
PCA Investment Advisory Services
Ohio
$946K -$124K -1,506 -12%
MML Investors Services
56
MML Investors Services
Massachusetts
$929K +$16K +194 +2%
VCM
57
Virtue Capital Management
Tennessee
$903K
BFEC
58
Benjamin F. Edwards & Company
Missouri
$846K -$7.24K -88 -0.8%
BW
59
Bison Wealth
Georgia
$739K +$739K +8,988 New
Two Sigma Investments
60
Two Sigma Investments
New York
$691K +$691K +8,400 New
SCA
61
Snowden Capital Advisors
New York
$674K +$11.4K +138 +2%
CS
62
Comerica Securities
Michigan
$654K -$3.13K -38 -0.5%
CWP
63
Cyndeo Wealth Partners
Florida
$645K +$140K +1,696 +28%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$642K -$2.27M -27,592 -78%
PAG
65
Private Advisor Group
New Jersey
$622K -$32.5K -395 -5%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$619K +$412K +5,005 +198%
KWS
67
Keystone Wealth Services
California
$612K -$14.6K -178 -2%
HI
68
Harbour Investments
Wisconsin
$564K -$1.56K -19 -0.3%
AIFAIM
69
American Institute for Advanced Investment Management
Arizona
$475K +$475K +5,780 New
DFA
70
DHJJ Financial Advisors
Illinois
$456K +$165 +2 +0%
SI
71
Stephens Inc
Arkansas
$452K
SMC
72
Smith, Moore & Co
Missouri
$448K +$5.51K +67 +1%
IWN
73
Independent Wealth Network
Iowa
$429K -$8.31K -101 -2%
SWM
74
Solano Wealth Management
California
$421K
TA
75
TFG Advisers
Michigan
$415K +$987 +12 +0.2%